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Tower Bridge Advisors

SEC CIK
0001278249
Latest filing
Aug 12, 2026

Holdings in Q3 2024

Holdings as of Sep 30, 2024, filed Nov 6, 2024. Long positions only; changes compare share counts with Q2 2024.

Institution overview
Positions
195
+10 vs. Q2 2024
Portfolio value
$963.7M
+$63.9M (+7.1%) vs. Q2 2024
Filed
Nov 6, 2024
SEC
Holdings of Tower Bridge Advisors in Q3 2024
SecurityClassSharesValue% of portfolioShare changeActionHistory
MSFTMicrosoft CorpStock164,388$70.7M7.3%+445+0.3%AddedHistory
AAPLApple Inc.Stock237,376$55.3M5.7%+1,308+0.6%AddedHistory
GOOGAlphabet Inc.Stock204,977$34.3M3.6%−2,077−1.0%ReducedHistory
ORCLOracle CorpStock191,276$32.6M3.4%+3,634+1.9%AddedHistory
JPMJPMorgan Chase & CoStock132,114$27.9M2.9%+1,582+1.2%AddedHistory
AVGOBroadcom Inc.Stock144,682$25.0M2.6%−1,304,218−90.0%ReducedConverted for a 10-for-1 splitHistory
ACNAccenture plcStock64,620$22.8M2.4%−1,695−2.6%ReducedHistory
MCDMcDonalds CorpStock70,895$21.6M2.2%−519−0.7%ReducedHistory
VVisa Inc.Stock67,598$18.6M1.9%−1,615−2.3%ReducedHistory
IQVIQVIA Holdings Inc.Stock75,509$17.9M1.9%−1,190−1.6%ReducedHistory
UNHUnitedHealth Group IncStock29,023$17.0M1.8%−170−0.6%ReducedHistory
JJacobs Solutions Inc.COM125,637$16.4M1.7%−2,861−2.2%ReducedHistory
JNJJohnson & JohnsonStock100,000$16.2M1.7%−2,635−2.6%ReducedHistory
PEPPepsiCo IncStock95,083$16.2M1.7%−1,050−1.1%ReducedHistory
TMOThermo Fisher Scientific Inc.Stock25,343$15.7M1.6%+184+0.7%AddedHistory
AONAon plcCL A44,635$15.4M1.6%−862−1.9%ReducedHistory
BDXBecton Dickinson & CoStock58,014$14.0M1.5%−1,250−2.1%ReducedHistory
PGProcter & Gamble CoStock80,036$13.9M1.4%−759−0.9%ReducedHistory
DHRDanaher CorpStock48,994$13.6M1.4%−26−0.1%ReducedHistory
LOWLowes Companies IncStock49,995$13.5M1.4%−1,394−2.7%ReducedHistory
TOLToll Brothers, Inc.COM83,527$12.9M1.3%−2,550−3.0%ReducedHistory
LENLennar CorpCL A68,724$12.9M1.3%+341+0.5%AddedHistory
RTXRTX CorpStock104,542$12.7M1.3%+876+0.8%AddedHistory
XOMExxonMobil Holdings CorpCOM101,441$11.9M1.2%−775−0.8%ReducedHistory
KOCoca Cola CoStock161,957$11.6M1.2%−2,493−1.5%ReducedHistory
ETNEaton Corp plcStock33,429$11.1M1.1%+450+1.4%AddedHistory
GOOGLAlphabet Inc.Stock64,804$10.7M1.1%−1,598−2.4%ReducedHistory
TMUST-Mobile US, Inc.Stock50,686$10.5M1.1%+98+0.2%AddedHistory
METAMeta Platforms, Inc.Stock17,839$10.2M1.1%+361+2.1%AddedHistory
ADBEAdobe Inc.Stock18,088$9.37M1.0%−76−0.4%ReducedHistory
NVSNovartis AGADR81,336$9.36M1.0%−2,026−2.4%ReducedHistory
HDHome Depot, Inc.Stock22,510$9.12M0.9%−376−1.6%ReducedHistory
MCOMoodys CorpStock19,041$9.04M0.9%−179−0.9%ReducedHistory
CVXChevron CorpStock60,154$8.86M0.9%−1,227−2.0%ReducedHistory
COSTCostco Wholesale CorpStock9,760$8.65M0.9%−865−8.1%ReducedHistory
WSOWatsco IncCOM17,312$8.52M0.9%−86−0.5%ReducedHistory
SCHWSchwab Charles CorpStock127,859$8.29M0.9%−3,431−2.6%ReducedHistory
LLYEli Lilly & CoStock9,149$8.11M0.8%+3,110+51.5%AddedHistory
ABBVAbbVie Inc.Stock40,003$7.90M0.8%+1,900+5.0%AddedHistory
AMZNAmazon Com IncStock41,417$7.72M0.8%+1,534+3.8%AddedHistory
OKEONEOK IncCOM81,528$7.43M0.8%+3,895+5.0%AddedHistory
WMTWalmart Inc.Stock90,116$7.28M0.8%+2,309+2.6%AddedHistory
DEODiageo PLCSPON ADR NEW47,528$6.67M0.7%−4,530−8.7%ReducedHistory
HONHoneywell International IncCOM32,192$6.65M0.7%−191−0.6%ReducedHistory
BRK.BBerkshire Hathaway IncStock13,956$6.42M0.7%00.0%UnchangedHistory
ICEIntercontinental Exchange, Inc.Stock38,653$6.21M0.6%−368−0.9%ReducedHistory
NEENextera Energy IncStock70,789$5.98M0.6%+2,588+3.8%AddedHistory
FDXFedEx CorpStock21,715$5.94M0.6%−976−4.3%ReducedHistory
CMECME Group Inc.COM26,751$5.90M0.6%−133−0.5%ReducedHistory
PHParker-Hannifin CorpStock9,303$5.88M0.6%+347+3.9%AddedHistory
MRKMerck & Co., Inc.Stock48,500$5.51M0.6%+1,405+3.0%AddedHistory
UPSUnited Parcel Service IncStock39,601$5.40M0.6%+737+1.9%AddedHistory
UNPUnion Pacific CorpStock21,189$5.22M0.5%+1,075+5.3%AddedHistory
ABTAbbott LaboratoriesStock45,017$5.13M0.5%+1,597+3.7%AddedHistory
LHXL3HARRIS Technologies, Inc.Stock21,311$5.07M0.5%−114−0.5%ReducedHistory
MDLZMondelez International, Inc.Stock68,408$5.04M0.5%−2,311−3.3%ReducedHistory
GS.PAGoldman Sachs Group IncPREFERR204,259$4.74M0.5%−3,801−1.8%ReducedHistory
ADIAnalog Devices IncStock20,534$4.73M0.5%−765−3.6%ReducedHistory
SPGIS&P Global Inc.Stock8,906$4.60M0.5%−72−0.8%ReducedHistory
BROBrown & Brown, Inc.Stock43,001$4.45M0.5%−1,564−3.5%ReducedHistory
APDAir Products & Chemicals, Inc.Stock14,879$4.43M0.5%+1,519+11.4%AddedHistory
WMWaste Management IncStock21,022$4.36M0.5%+3,000+16.6%AddedHistory
AMGNAmgen IncStock13,199$4.25M0.4%+203+1.6%AddedHistory
CDWCDW CorpCOM18,342$4.15M0.4%+90+0.5%AddedHistory
AMTMAmentum Holdings, Inc.COM125,662$4.05M0.4%+125,662NewHistory
TPLTexas Pacific Land CorpStock4,569$4.04M0.4%−231−4.8%ReducedHistory
EPDEnterprise Products Partners L.P.Stock138,645$4.04M0.4%−1,355−1.0%ReducedHistory
MDTMedtronic plcStock43,896$3.95M0.4%−5,497−11.1%ReducedHistory
LMTLockheed Martin CorpStock6,582$3.85M0.4%−115−1.7%ReducedHistory
NVDANVIDIA CorpStock30,700$3.73M0.4%+800+2.7%AddedHistory
AXPAmerican Express CoStock13,627$3.70M0.4%00.0%UnchangedHistory
AMPAmeriprise Financial IncCOM7,849$3.69M0.4%−50−0.6%ReducedHistory
DEDeere & CoStock8,253$3.44M0.4%+1,450+21.3%AddedHistory
USB.PHUS Bancorp DECOM148,883$3.20M0.3%−1,500−1.0%ReducedHistory
CSCOCisco Systems, Inc.Stock58,167$3.10M0.3%−71,477−55.1%ReducedHistory
LDOSLeidos Holdings, Inc.COM18,537$3.02M0.3%00.0%UnchangedHistory
IBMInternational Business Machines CorpStock13,484$2.98M0.3%+2,475+22.5%AddedHistory
LRCXLam Research CorpCOM3,598$2.94M0.3%+25+0.7%AddedHistory
Roche Hldg Ltd ADR771195104COM72,955$2.93M0.3%−200−0.3%Reduced–
QCOMQualcomm IncStock17,086$2.91M0.3%−275−1.6%ReducedHistory
BACBank of America CorpStock72,344$2.87M0.3%−3,400−4.5%ReducedHistory
CSXCSX CorpStock81,685$2.82M0.3%+9,000+12.4%AddedHistory
MET.PAMetlife IncCOM115,896$2.82M0.3%−350−0.3%ReducedHistory
ENBEnbridge IncStock68,979$2.80M0.3%+788+1.2%AddedHistory
CLColgate Palmolive CoStock26,137$2.71M0.3%+314+1.2%AddedHistory
STZConstellation Brands, Inc.Stock10,042$2.59M0.3%−119−1.2%ReducedHistory
TRVTravelers Companies, Inc.Stock10,953$2.56M0.3%−200−1.8%ReducedHistory
BML.PHBank of America CorpPREFERR107,314$2.43M0.3%−10.0%ReducedHistory
PNCPNC Financial Services Group, Inc.Stock12,586$2.33M0.2%+2,636+26.5%AddedHistory
SPGSimon Property Group Inc.REIT12,825$2.17M0.2%−200−1.5%ReducedHistory
CVSCVS Health CorpStock34,107$2.14M0.2%−6,845−16.7%ReducedHistory
CMCSAComcast CorpStock50,397$2.11M0.2%−8,740−14.8%ReducedHistory
MKCMcCormick & Co IncStock25,194$2.07M0.2%+2,067+8.9%AddedHistory
WFCWells Fargo & CompanyStock36,646$2.07M0.2%−3,075−7.7%ReducedHistory
NSCNorfolk Southern CorpStock8,256$2.05M0.2%+900+12.2%AddedHistory
ADPAutomatic Data Processing IncStock6,708$1.86M0.2%−425−6.0%ReducedHistory
PFEPfizer IncStock63,701$1.84M0.2%−1,889−2.9%ReducedHistory
AFLAflac IncStock16,256$1.82M0.2%−100−0.6%ReducedHistory
AKAMAkamai Technologies IncCOM16,792$1.70M0.2%−2,459−12.8%ReducedHistory
BMYBristol Myers Squibb CoStock32,288$1.67M0.2%−602−1.8%ReducedHistory

Sold out since Q2 2024 (2)

Positions held at the end of Q2 2024 that are gone from this filing.

Positions of Tower Bridge Advisors sold out since Q2 2024
SecurityClassShares in Q2 2024Value in Q2 2024% of portfolio in Q2 2024History
INTCIntel CorpStock29,075$900.5K0.1%History
AVYAvery Dennison CorpCOM1,000$218.7K<0.1%History